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C.H. Robinson Worldwide, Inc. (CHRW - Free Report) is scheduled to release third-quarter 2026 results on Oct. 28, before the market opens.
The company exits the September-end quarter amid elevated truckload spot costs, pressure on contractual margins and a still-soft freight demand environment. Higher insurance-related expenses and continued volatility across global freight markets may also have weighed on profitability.
The Zacks Consensus Estimate for the third-quarter 2026 earnings has been revised upward by 4.24% over the past 60 days to $1.72 per share. The consensus mark indicates a 22.86% increase from the third-quarter 2025 actuals. The Zacks Consensus Estimate for third-quarter 2026 revenues is pegged at $4.96 billion, indicating a 9.84% increase from third-quarter 2025 actuals.
C.H. Robinson has an encouraging earnings surprise history. The company’s earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 8.11%.
C.H. Robinson Worldwide, Inc. Price and EPS Surprise
Factors Likely to Have Influenced CHRW’s Q3 Performance
Elevated Truckload Spot Costs: Rising carrier costs are likely to have remained a key headwind. In the second quarter, truckload linehaul cost per mile increased 29% year over year, outpacing the 25.5% rise in customer pricing. Management also noted that spot rates were expected to have remained elevated during the third quarter.
Pressure on Contractual Margins: Higher spot-market costs are likely to have continued to squeeze margins on contractual truckload business. C.H. Robinson was actively repricing its contractual portfolio to reflect changing market conditions, but management acknowledged that margin pressure typically persists while pricing catches up with rising carrier costs.
Soft Freight Demand: The broader freight market remained in the trough of the demand cycle entering the quarter. Although CHRW continued to gain share, overall freight activity was still subdued, which is likely to have limited volume-driven upside. The company noted that the Cass Freight Shipment Index had declined year over year for 15 consecutive quarters.
Higher Insurance Costs: Insurance expenses may also have pressured results. Management indicated that insurance costs were expected to rise in the second half of 2026, representing another operating-cost headwind even as productivity initiatives continued to offset inflation elsewhere.
What Our Model Says About CHRW
Our proven model does not conclusively predict an earnings beat for C.H. Robinson this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
CHRW has an Earnings ESP of -0.58% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
CHRW Q2 Highlights
C.H. Robinson reported solid second-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate.
Quarterly earnings were $1.61 per share, up 24.8% year over year. The figure beat the Zacks Consensus Estimate of $1.53 by 5.2%.
Revenues rose 19.3% year over year to $4.93 billion and surpassed the consensus mark of $4.42 billion by 11.7%.
Stocks to Consider
Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
UPS is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has remained flat at $1.63 per share over the past 60 days. UPS’ earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 12.4%.
Kirby Corporation (KEX - Free Report) has an Earnings ESP of +1.87% and a Zacks Rank #3 at present. KEX is scheduled to report third-quarter 2026 earnings on Oct. 28.
The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.51% to $1.96 per share over the past 60 days. KEX’s earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and missed the mark on the other occasion. The average beat is 2.86%.
View the Zacks #1 Rank List
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C.H. Robinson Gears Up for Q3 Earnings: What's in Store for the Stock?
Key Takeaways
C.H. Robinson Worldwide, Inc. (CHRW - Free Report) is scheduled to release third-quarter 2026 results on Oct. 28, before the market opens.
The company exits the September-end quarter amid elevated truckload spot costs, pressure on contractual margins and a still-soft freight demand environment. Higher insurance-related expenses and continued volatility across global freight markets may also have weighed on profitability.
The Zacks Consensus Estimate for the third-quarter 2026 earnings has been revised upward by 4.24% over the past 60 days to $1.72 per share. The consensus mark indicates a 22.86% increase from the third-quarter 2025 actuals. The Zacks Consensus Estimate for third-quarter 2026 revenues is pegged at $4.96 billion, indicating a 9.84% increase from third-quarter 2025 actuals.
C.H. Robinson has an encouraging earnings surprise history. The company’s earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 8.11%.
C.H. Robinson Worldwide, Inc. Price and EPS Surprise
C.H. Robinson Worldwide, Inc. price-eps-surprise | C.H. Robinson Worldwide, Inc. Quote
Factors Likely to Have Influenced CHRW’s Q3 Performance
Elevated Truckload Spot Costs: Rising carrier costs are likely to have remained a key headwind. In the second quarter, truckload linehaul cost per mile increased 29% year over year, outpacing the 25.5% rise in customer pricing. Management also noted that spot rates were expected to have remained elevated during the third quarter.
Pressure on Contractual Margins: Higher spot-market costs are likely to have continued to squeeze margins on contractual truckload business. C.H. Robinson was actively repricing its contractual portfolio to reflect changing market conditions, but management acknowledged that margin pressure typically persists while pricing catches up with rising carrier costs.
Soft Freight Demand: The broader freight market remained in the trough of the demand cycle entering the quarter. Although CHRW continued to gain share, overall freight activity was still subdued, which is likely to have limited volume-driven upside. The company noted that the Cass Freight Shipment Index had declined year over year for 15 consecutive quarters.
Higher Insurance Costs: Insurance expenses may also have pressured results. Management indicated that insurance costs were expected to rise in the second half of 2026, representing another operating-cost headwind even as productivity initiatives continued to offset inflation elsewhere.
What Our Model Says About CHRW
Our proven model does not conclusively predict an earnings beat for C.H. Robinson this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
CHRW has an Earnings ESP of -0.58% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
CHRW Q2 Highlights
C.H. Robinson reported solid second-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate.
Quarterly earnings were $1.61 per share, up 24.8% year over year. The figure beat the Zacks Consensus Estimate of $1.53 by 5.2%.
Revenues rose 19.3% year over year to $4.93 billion and surpassed the consensus mark of $4.42 billion by 11.7%.
Stocks to Consider
Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
United Parcel Service (UPS - Free Report) has an Earnings ESP of +0.95% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
UPS is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has remained flat at $1.63 per share over the past 60 days. UPS’ earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 12.4%.
Kirby Corporation (KEX - Free Report) has an Earnings ESP of +1.87% and a Zacks Rank #3 at present. KEX is scheduled to report third-quarter 2026 earnings on Oct. 28.
The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.51% to $1.96 per share over the past 60 days. KEX’s earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and missed the mark on the other occasion. The average beat is 2.86%.